How do I put a Call on hold and reschedule it for the next day?
Part 1 - Technician Instructions (SWRemote)
-Have the Technician walk through as much of the call as they can. Even if they have nothing to input, have them continue to the last screen of a job, the Complete screen.
-Press the "Complete Assignment" button, in the lower right corner.
-In the Confirm popup box, click the Job Status dropdown menu, select "Not Done"
-Then press the "Complete" button (in the lower right corner)
Part 2 - Office Instructions (SuccessWare21)
-login to SuccessWare21
-Open the Dispatch Board
-hit the refresh button in the upper left
-the job icon now has an open folder icon
-Right Click the job you need to reschedule.
-Select "Add Call".
-Select "for NEXT day", or "Browse" to reschedule it for the same day or a different day completely.
-Choose the desired time.
If "Not Done" is not in the timecard status dropdown list for the Technicians, please follow this link: